Sunday, November 16, 2008

G-20 to Back Stimulus, Smooth Over Regulation Split

ov. 15 (Bloomberg) -- World leaders meeting in Washington today are moving to shore up the deteriorating world economy, while papering over differences on additional regulation of financial markets.

Members of the Group of 20 will endorse steps already underway to fight a global recession by pursuing active monetary and fiscal policies and propose ways to bolster the role of the International Monetary Fund, French officials told reporters on condition they not be named.

They will hide disagreements between the U.S. and European governments over the future shape of the international financial system. Leaders will commit to toughening domestic market regulations before the end of April and meet again to discuss joint efforts by May after U.S. President-elect Barack Obama takes office, the French officials said.

``It's difficult to imagine the heads of state getting together on the worst financial crisis since the Depression and announcing only baby steps,'' said Tony Crescenzi, chief bond market strategist for Miller Tabak & Co. in New York. ``The G-20 will almost certainly want to give the impression that broad and coordinated actions will be taken to combat the financial crisis.''

Tumbling stock markets and forecasts for global recession are putting pressure on the G-20 leaders, who last night met for a dinner of quail, roast lamb and pear torte at the White House. They will release a statement after further talks today.

A Recession

Statistics released yesterday showed the euro area entered a recession in the third quarter for the first time since the single currency was introduced a decade ago, and retail sales in the U.S. fell by the most on record in October. The Standard & Poor's 500 index fell 38 points yesterday to close at 873, a loss of 6 percent for the week and 41 percent for the year so far.

``Obviously this crisis has not ended,'' President George W. Bush told reporters as he arrived at the summit. ``There's more work to be done.''

Their first step is raising government spending to boost growth as the credit crunch delays the effect of recent interest rate cuts. G-20 countries including the U.K., Japan, China and Germany are rolling out stimulus packages. Democratic lawmakers in the U.S. are signaling they will enact a second round of stimulus legislation.

Cooperation

``I've been pressing for cooperation on fiscal and monetary policy,'' U.K. Prime Minister Gordon Brown said today. He acknowledged the ability to ease policies differs between economies.

Several other initiatives, in the works for some time, were announced on the eve of the summit.

The first central clearinghouse for the $33 trillion credit- default swap market should be in operation by year-end in the U.S., under an agreement signed yesterday by three U.S. financial regulators.

The Federal Reserve, Commodity Futures Trading Commission and Securities and Exchange Commission agreed to provide consistent oversight of credit-default swaps, which are unregulated contracts that are traded privately.

The clearinghouse would back trades and absorb losses in case of a dealer failure. Some in Europe have been pushing for a clearinghouse under government control, or within the IMF. Investors, supported by the Fed, want it to be independent. The New York Fed has been meeting with groups including CME Group Inc., Intercontinental Exchange Inc. and NYSE Euronext on plans to create a privately run organization.

Aso's Offer

The IMF will have a role, along with the Financial Stability Forum in conducting ``early warning exercises'' and issuing joint risk assessments of financial markets, the two organizations said yesterday. The FSF includes officials from the Group of Seven nations along with Australia, Singapore, Switzerland and the Netherlands.

Separately, Japanese Prime Minister Taro Aso's office said his government will offer up to $100 billion in lending to the IMF at the summit and ask other nations to give further resources. Ways will also be discussed today to widen the role of emerging markets in the Fund.

The leaders are also likely to agree on the need for improving oversight of banks whose operations, and problems, cross national borders. The so-called Basel accords, developed in 1988 and 2004 to create international standards for regulation, risk management and disclosure, failed to prevent the current crisis.

College of Regulators

European Union nations, led by the U.K.'s Brown, want the world's top 30 banks to be placed under the supervision of a panel of regulators.

At a Nov. 7 meeting in Brussels, EU leaders called for the creation of regulatory ``colleges'' that would bring together bank regulators from various nations to coordinate oversight.

Still to be discussed is how much, if any, power those colleges might have. The U.S., under Bush, has rejected international supervision of its banks. Some European governments, particularly in smaller and Eastern European nations, also don't want to cede oversight of their own banks and insurers to authorities in financial centers such as London, Paris and Frankfurt.

Also likely to be left for another day will be European calls for more international market regulation, with curbs on executive pay and hedge funds. The statement will set a deadline of March 31 for authorities to implement measures at home such as extending surveillance of hedge funds and toughening rules for credit rating companies.

European Cracks

Discussion over cross-border policies will wait until later talks. Bush argues in his weekly radio address today that government intervention in markets is not a ``cure-all.''

There may also be cracks emerging in Europe's position. German Chancellor Angela Merkel favors a more gradual strengthening of regulators and existing rules rather than the sweeping revamp of controls favored by French President Nicolas Sarkozy, according to a German government document obtained by Bloomberg News.

It states that governments should forego setting up a new ``architecture'' to control in favor of improving the tools of existing institutions to stave off crises. Still, Merkel said yesterday that she'll do ``everything to ensure that there are more rules to prevent us from ever having to face such a situation again.''

The leaders have already signaled they plan to hold additional meetings after Obama takes office. The president-elect won't attend this week's meeting, sending former Secretary of State Madeleine Albright and former Republican Representative Jim Leach to meet delegations instead.

G-20 members are Argentina, Australia, Brazil, Canada, China, France, Germany, India, Indonesia, Italy, Japan, South Korea, Mexico, Russia, Saudi Arabia, South Africa, Turkey, the U.S., the U.K. and the European Union.

The Netherlands and Spain are also represented, as are the IMF, World Bank, and United Nations.     

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